See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,010 | $180,449-15.2% | $154,107-0.7% | $135,375+13.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.98% | 888.09%-891.1pp | 735.12%-738.1pp | 519.73%-522.7pp |
| Employer contribution / active EE | $15,169 | $6,035+151.4% | $5,298+186.3% | $4,779+217.4% |
| Participant deferral / active EE | $9,905 | $5,806+70.6% | $5,081+95.0% | $5,609+76.6% |
| Admin fee / account holder | $68,014 | $16,143+321.3% | $13,411+407.2% | $10,827+528.2% |